Helping business owner clients get an accurate measure of what their business is worth can open a variety of planning opportunities for practitioners. Whether you're an attorney, an accountant, a trust officer or a financial planner, you can grow your firm’s revenues by taking advantage of the innovative valuation software tools that are available in the market today.

Join Michael Carter, CEO of BizEquity, and the inventor of the market-leading online valuation service, in his FREE LISI webinar on August 15th @ 3pm EDT where he will review some of the exciting developments in the space, one of the most important of which is the “democratization” of business valuation planning. Michael will demonstrate how CPAs, attorneys, trust officers, financial planners and life insurance agents can quickly find and engage new clients, differentiate themselves in the competitive financial services industry and provide added value.

After watching Michael’s webinar, you will learn how to:

• Prospect Smarter by using BizEquity’s geolocation prospecting service to find over 33 million businesses and their value;

• Demonstrate to clients why knowing the true value of their business is critical to proper business planning and achieving their personal goals;

• Create a snapshot of potential insurance coverage, based on real-time valuation metrics that can serve as a guide during the needs assessment phase;

• Harness an Al-enabled lead generation system to help your firm become a destination for private business owners seeking to learn what their business is worth and meet with financial professionals that can best serve their needs;

• Monitor your clients business value, comparative analysis of income, cash flow, assets, plus other metrics and critical success factors;

• Manage your commercial lending pipeline with real business owner prospects;

• Enhance Your Practice and Credibility with BizEquity's extensive library of advisor resources;

• Add Value by consistently delivering new reports and information to your business owner clients;

• Become a Certified Business Valuation Specialist™ using the only 100% online course that leads learners through a comprehensive learning path on financial principles and business methods.

To register for this important webinar, simply click this link: register me

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.